We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
76
Phillips Financial Management
Indiana
$616K +$25.2K +1,722 +4%
SCA
77
Stonebridge Capital Advisors
Minnesota
$609K +$123K +8,370 +26%
RFA
78
Reilly Financial Advisors
California
$592K +$17.3K +1,182 +3%
PAG
79
Private Advisor Group
New Jersey
$569K -$36.8K -2,514 -6%
Creative Planning
80
Creative Planning
Kansas
$565K +$21.5K +1,470 +4%
AA
81
Alesco Advisors
New York
$554K +$11.1K +759 +2%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$528K -$16.1K -1,098 -3%
S
83
SignatureFD
Georgia
$473K -$29.6K -2,022 -6%
TRCT
84
Tower Research Capital (TRC)
New York
$458K +$449K +30,654 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$457K +$307 +21 +0.1%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$453K +$4.7K +321 +1%
AIM
87
Avity Investment Management
Connecticut
$434K
NL
88
NWAM LLC
Washington
$428K
Citadel Advisors
89
Citadel Advisors
Florida
$417K +$409K +27,924 New
RC
90
Roundview Capital
New Jersey
$399K
BAC
91
Boys Arnold & Co
North Carolina
$396K +$389K +26,550 New
AL
92
Aspiriant LLC
California
$378K
RIA
93
Regal Investment Advisors
Michigan
$377K +$57.2K +3,909 +18%
HighTower Advisors
94
HighTower Advisors
Illinois
$372K +$10.8K +738 +3%
ZIM
95
Zacks Investment Management
Illinois
$346K -$10.1K -690 -3%
DSC
96
Duncker Streett & Co
Missouri
$345K +$395 +27 +0.1%
US Bancorp
97
US Bancorp
Minnesota
$310K
FM
98
Foster & Motley
Ohio
$306K -$4.08K -279 -1%
VDI
99
Vaughan David Investments
Illinois
$297K -$24.7K -1,689 -8%
BO
100
BRR OpCo
Ohio
$293K +$4.61K +315 +2%